See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,629 | $109,817-73.0% | $98,442-69.9% | $167,490-82.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 15.40% | 1956.69%-1941.3pp | 1492.73%-1477.3pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,313 | $3,224+2.8% | $2,960+11.9% | $4,837-31.5% |
| Participant deferral / active EE | $5,486 | $4,673+17.4% | $4,276+28.3% | $6,341-13.5% |
| Admin fee / account holder | $2,027 | $6,753-70.0% | $5,949-65.9% | $12,309-83.5% |